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Attach an Invoice to a Transaction

Keep track of your invoices by scanning them and attaching them to the associated transaction. Select the ‘Add File’ option from the Actions menu at the top right.

select Attach File from the actions menu

Click Browse and select the file you want to attach.

select the file you want to attach

To view the file in the future, click the paperclip icon associated with the transaction.

click the paperclip icon to view the attachment

For your own protection, avoid attaching invoices which include any personal information.